-
Overview of Creating Proposals
-
List Views for Proposals, Accounts, Contacts, Opportunities, Products and Suppliers
-
Detail Views for Proposals, Accounts, Contacts, Opportunities, Products and Suppliers
-
Advanced Search and Saved Filter Views
-
Headers, Footers and Page Settings
-
Proposal Elements
-
Proposal Templates / Saved Content Library
-
Proposal Variables
-
Conditional (Dynamic) Proposal Elements
-
Proposal Rules (Template, Product and Price List)
-
Content Library
-
Creating Proposals in Different Languages (Multi-Language)
